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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,930 | $60,349-7.3% | $74,184-24.6% | $62,881-11.1% |
| Participation rate | 57.7% | 72.7%-15.0pp | 76.6%-18.9pp | 69.3%-11.6pp |
| Annual return | 9.53% | 21.38%-11.8pp | 17.74%-8.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $538 | $2,856-81.2% | $3,550-84.8% | $3,203-83.2% |
| Admin fee / account holder | $1,122 | $4,261-73.7% | $5,586-79.9% | $4,296-73.9% |